IMG FINANCIAL GROUP - Key Persons
Job Titles:
- Client Services Coordinator
Job Titles:
- Client Services Coordinator
Matt began his Financial Services career at IMG Financial Group after graduating from Rice University in May 2002, with...
Alison graduated from Stephen F. Austin State University with a Master's Degree in Professional Accountancy. She was born and raised in the Houston area. Alison works directly with clients to help facilitate information to process business transactions.
Job Titles:
- Chairman, Financial Professional
Upon graduation from the University of Texas at Austin in 1984, Paul has built relationships with families and business...
With over 40 years of experience in the financial services industry, Allen's primary focus has been to help people create and manage their investment portfolios.
A 1982 graduate of Cornell University, Allen lives with his wife Karen in Bunker Hill Village. In July 2023, his son Alex will begin a Plastic Surgery fellowship in Louisville, Kentucky.
Andy was an attorney for over 25 years and the managing partner of a downtown litigation firm. As a result, he brings a...
Austin Cox joined IMG Financial Group, Inc. in 2008 after graduating from Texas A&M University with a degree in Finance. While at Texas A&M, Austin was a member of the Corps of Cadets, the Ross Volunteer Company, and the Fightin' Texas Aggie Band. Austin was born and raised in Houston and has lived in Sugar Land, Texas since 2008.
Job Titles:
- Client Services Coordinator
Bobby Baugh, CLU, ChFC, was born in Bryan, Texas and has been a resident of San Antonio since 1985. He received a Bachelor's of Business Administration from Texas Christian University, as well as a Master's of Theology from Dallas Theological Seminary. After graduating, Bobby served as both a youth pastor and a national speaker for a youth crisis hotline service.
Bobby's career as a financial advisor with Securian Financial Services has spanned 25 years, first working with Planto Roe Financial, before joining IMG Financial Group, Inc. in 2019. In his spare time, Bobby enjoys spending time with his wife, Carol, and their three children. He's also a highly accomplished golfer and has organized San Antonio Area Young Life golf tournaments for the past few years. Bobby is dedicated to helping clients reach their financial goals.
Job Titles:
- Financial Advisor
- Senior Vice President
Brent joined IMG Financial Group after graduating from Texas A&M University in 2004 with a degree in Finance and Marketing. His passion for helping people secure their financial future has made him an asset to the IMG team. Brent specializes in portfolio management, comprehensive financial planning and various insurance strategies.
Brent lives in Katy, TX with his wife, Crystal and their children Logan, Layla, and Landry.
Job Titles:
- Senior Vice President
- Senior Vice President Financial Advisor Managing Director
Chris joined IMG Financial Group, Inc. in July 1997 upon graduating from Texas A&M University with a BBA in Finance. Focusing on managing our clients investment and insurance portfolios we strive to understand the challenges they face while approaching their goals. This diligence extends to communicating how we believe our client experience and personalized services will differentiate us from our peers. Once there is a defined strategy in place we collectively work towards an efficient and effective implementation process.
Job Titles:
- Client Service Coordinator
With four years in education and eight years in service, Christie is committed to serving through authentic communication and dedication to others. Christie graduated with a bachelor's degree from Texas A&M University. While at A&M, she was a part of the Student Council for Exceptional Children where she served on committees to help students reach their potential.
Christie is passionate about building genuine relationships through empathy and positivity. She is flexible and eager to help serve you.
Christie was born and raised in Houston and attended Taylor High School in Katy where she currently resides. Outside of work, she enjoys hiking, crocheting, and enjoying a cup of coffee with her family and friends.
Daniel Feiler joined IMG Financial Group, Inc. in 2016. He graduated with a Bachelor's degree in International Trade and Finance from Louisiana State University, where he was a member of the Sigma Chi Fraternity.
Daniel has always had a passion for teaching and enjoys educating individuals on the most efficient ways to achieve their life goals. The two values that Daniel believes to be most important in his practice are integrity and honesty, which are relevant in his every day mentality. His main objective as an advisor is to provide individuals and businesses with wealth management strategies and solution tailored to fit their particular goals and needs.
Before starting at IMG Financial Group Inc., Daniel worked for Foresters Financial Services where he served his client's investment and insurance needs.
Daniel was born and raised in Houston TX, where he attended Bellaire High School to play baseball. Outside of work, Daniel enjoys interacting with his friends and participating in mission work through his family's charitable organization Together in Hope.
Dustin graduated from Texas State University in 2011 with a Bachelor's degree in Finance and Accounting. While at Texas State he played Football and was active in the Finance Departments Student Managed Investment Fund.
Dustin has 11 years in the financial services industry. Previously, working at Invesco Investment Services where he consulted with financial advisors on retirement plan investment options and Alliance Benefit Group where he worked with financial advisors and business owners to help design qualified retirement plan (i.e., 401k, DB, etc..) to best fit the business needs.
As he progressed through his career Dustin developed a passion for helping business owners and their employees retire on their terms by customizing retirement plans that could work for different organizations. This is in addition to his desire to help individuals and families achieve their financial goals with personalized solutions by understanding what is most important to them.
Dustin grew up in Tomball, Texas and attended Tomball High School. He currently resides in the Heights area and stays active with sports leagues in Houston. He also spends time with his family and six nieces and nephews that all reside around Houston as well.
He is a Chartered Retirement Plan Specialist (CRPS) and holds the Series 7 and Series 66 Registrations in addition to his Texas Life and Health Insurance Licenses.
Job Titles:
- Financial Advisor
- Vice President
Dustin Hunt began his career with IMG Financial Group, Inc. in 2004, after graduating from Texas A&M University.
Dustin provides personalized financial solutions that take into account all areas of their financial life. He believes the most important aspect of a successful advisory relationship is truly understanding what is most important to his clients, both financially and personally. Dustin specializes in portfolio management, comprehensive financial planning, insurance strategies, as well as business benefits and retirement plans.
Dustin is an active member of the Houston Association of Insurance and Financial Advisors and a qualified member of the Million Dollar Round Table (MDRT)*. Additionally, he serves on the IMG Financial Group Advisory Board tasked with the overall leadership and planning of the firm.
Background:
Emily Starnes attended Texas A&M University where she studied Business with concentrations in...
Emily Starnes attended Texas A&M University where she studied Business with concentrations in Communications, Psychology, and Financial Planning. While at A&M, Emily was a part of the Financial Planning Ambassadorship program and the Financial Planning Students Association where she took part in the organization of Texas A&M's Annual Financial Planning Conference.
Job Titles:
- President, IMG Financial Group, Inc., Managing Partner
After graduating from Columbia College with a Bachelor of Arts degree in 1993, Jeff began his career at IMG Financial Group as a Financial Advisor. He learned from one of the finest, his father, Allen Applebaum who founded IMG in 1981 and has been in the business for over 50 years. Jeff's dedication to the firm contributed to its expansion to their office at 4550 Post Oak Place Dr., Houston, TX. Through hard work and commitment, Jeff became President of IMG Financial Group in January 2008.
His 20 plus year career in the Financial Services industry working with business owners, physicians, and other professionals has allowed him to help them achieve their insurance and financial objectives. By remaining dedicated to ensuring that his clients are updated on the continual changes in the economic market, he continues to attend numerous educational seminars throughout the year, and offers round table discussion so his clients will be well informed of the market changes.
During his career, Jeff has qualified for the Million Dollar Round Table*, Court of the Table, and the prestigious Top of the Table. He is a member of GAMA (General Agents and Management Association), NAIFA (National Association of Insurance and Financial Advisors), and the Galleria Chamber of Commerce. Jeff served on the Board of Directors at the Braeburn Country Club, recently was on the National Advisory Board of a major broker dealer and is a speaker on the value of life insurance. He is also on the Houston board of the Folds of Honor Foundation.
Jeff enjoys time with his family: wife, Julie, and their three children and an occasional round of golf.
Job Titles:
- Client Services Coordinator
Jessica Gerlich was born and raised in Katy, Texas. She graduated from Sam Houston State University with a degree in Education, and earned a Master's degree in Education from Lamar University. She spent 22 years as an educator in Cypress-Fairbanks ISD.
Jessica joined IMG in the Fall of 2022 as a Client Services Coordinator and enjoys working with the team to help clients learn about and improve their financial security.
Outside of the office, Jessica enjoys spending time with her family, watching sports, and working with local animal rescues and fostering dogs to help prepare them for their new families.
Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University. Jonathan has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by demonstrating competency in over 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.
Jordan joined IMG in 2008 after graduating from The University of Texas at Austin. He went on to attend Rice University...
Job Titles:
- Marketing / Onboarding Coordinator
Kelly Hooper joined IMG in 2022 and serves as the Marketing and Onboarding Coordinator.
With over 10 years of experience in education in 3 different countries, Kelly Hooper is committed to building the strong relationships that lead to discourse, learning, and authentic communication. Kelly graduated with a Master's degree from the University of Florida. She was a recipient of Rotary International's Ambassadorial Scholarship, which enabled her to begin her post-graduate studies at the University of Queensland, in Australia. During her time as an Ambassadorial Scholar, Kelly discovered a passion for creatively engaging with multiple audiences including clients, colleagues, and students.
Kelly is dedicated to delivering networking and teambuilding events that facilitate connections between professionals, clients, and the community. She has a heart for service and is especially enthusiastic about community outreach.
Outside of the office, Kelly enjoys spending time with her husband, Derek, and their two teenage boys, Matthew and Jack. They enjoy traveling, eating out, and watching movies with big tubs of popcorn.
Job Titles:
- Registered Representative of Cetera Advisor Networks
Kim Roberts is a registered representative of Cetera Advisor Networks LLC.
Job Titles:
- Administrator
- Executive Assistant
- Firm Administrator Executive Assistant to Jeff Applebaum
Kate specializes in assisting business owners, professionals and families with the accumulation and preservation of...
Job Titles:
- Member of the Houston Association of Insurance
Matt began his Financial Services career at IMG Financial Group after graduating from Rice University in May 2002, with a degree in Managerial Studies. A four-year letter winner in football and the only member of his class voted team captain by both his coaches and teammates, Matt brings that same level of work ethic and leadership to his clients.
As a dedicated husband and father of 7 children, Matt understands the financial challenges that exist for individuals and businesses. He personally implements and believes in the strategies and solutions he recommends to his clients. Matts focus is on providing guidance in navigating the different stages of ones financial life cycle. His commitment, knowledge and attention to detail allow Matt to customize financial strategies that are in accordance with each individual clients personal situation and goals.
Matt is an active member of the Houston Association of Insurance and Financial Advisors. He is also a member of the Million Dollar Round Table (MDRT)*. In addition, Matt serves as a member of IMG Financial Groups Firm Advisory Board that is tasked with the overall leadership and planning of the firm.
Matt obtained his Chartered Life Underwriter (CLU) designation in February of 2016. Since 1927, the CLU® has been the respected risk management credential for advisors.
Background:
Mehgan Burger graduated from the University of Arkansas earning a Finance B.S.B.A. degree with a...
Mehgan Burger graduated from the University of Arkansas earning a Finance B.S.B.A. degree with a Financial Management and Investment Concentration. While attending the University of Arkansas, she joined Pi Beta Phi Fraternity for Woman and Potter's House Academy, both having given her ample opportunity for community service and tutoring students all over Northwest Arkansas.
Job Titles:
- Financial Advisor
- Financial Advisor With
Natalie graduated from Auburn University in 2010 with a Bachelor's degree in Finance and Accounting and continued her education with a Master's in Accounting from Sam Houston State University in 2012.
Natalie became a Financial Advisor with IMG Financial Group after beginning her career in tax services. She started at PriceWaterhouseCoopers in 2012, focusing on international partnerships in the private equity sector. She then worked at a global consulting firm, Alvarez & Marsal, advising clients on federal and state income tax matters. Natalie's concentration at Alvarez was federal tax planning, compliance, and provision for both private and public companies in an array of industries.
As her career progressed, Natalie developed a strong desire to provide personal financial advisory services to her clients. Natalie's background in tax allows her to apply her unique skillset to help her clients in their financial needs, including investments, retirement solutions, education funding strategies, and financial strategies, among others. Her time in public accounting taught her how to add value to each client she serves by putting her client's interest as her main priority.
Natalie grew up in Conroe, Texas and attended St. Pius X High School in Houston. Natalie currently resides in the Heights area with her husband, Stephan Shipp, who is a CPA and Tax Manager for EEPB PC. While outside of work, she enjoys travelling, biking, and watching classic black and white movies.
Natalie holds her FINRA Series 7 and Series 66 Registrations in addition to her Texas Life and Health Insurance Licenses.
Nicholas Baker joined IMG Financial Group, Inc. in 2016. He graduated with a Bachelor of Science degree from Texas A&M University, where he was a member of the Corps of Cadets, Fightin' Texas Aggie Band, B-Company, and the General O.R. Simpson Corps Scholastic Honor Society. During his time in the Corps of Cadets, he gained many valuable skills such as discipline and attention to detail, in turn using these abilities to help guide his clients.
Nicholas has a passion for helping others through a personal, values based approach and enjoys incorporating this passion into his financial services practice. He enjoys the personal growth others receive as a result of a successful client-advisor relationship. He uses these attributes, and a progressive approach to financial strategies to help his clients set and attain their financial goals.
Before starting at IMG Financial Group, Inc. Nicholas worked for Foresters Financial Services where he served his clients investment, retirement and risk-management needs.
Job Titles:
- Financial Advisor
- Financial Advisor With
Nick Morey is a financial advisor with IMG Financial Group in San Antonio, Texas. Nick originally hails from Ohio but moved to San Antonio to attend St. Mary's University in 2007, where he played on the university's basketball team and earned his Master's in Industrial Engineering.
Nick's favorite recreational activities include golfing, boating, and travelling, but he also spends much of his time giving back to the community. In addition to being a member of the St. Mary's Alumni Board of Directors, he also serves as Treasurer for the non-profit Liberty Jump Team. This professional skydiving team honors the brave men and women that served in WWII as they travel to various locations in the US throughout the year, and annually to Holland and Normandy to commemorate D-Day.
Nick's true passion is helping people, which is why he became a financial advisor in 2017. His goal in life is to use comprehensive financial strategies to assist his clients in realizing their dreams of financial freedom.
Job Titles:
- Client Services Coordinator
Job Titles:
- Financial Advisor
- Financial Advisor With
- Member of Good Hope Baptist Church
Patrick became a Financial Advisor with IMG Financial Group after a successful NFL career with the Green Bay Packers and Carolina Panthers. After graduating from Rice University with a degree in Economics and Managerial Studies, Patrick participated in the NFL Business Management program at Stanford University where he learned the importance of proper investments and risk management in business. His passion for helping others reach their financial goals are shown through his hard work and attention to detail shown to each client. Patrick enjoys helping his clients by creating strategies that help minimize their risk while helping them work towards their short and long term goals.
Since 2001, Patrick has been an active member of Good Hope Baptist Church and has eagerly volunteered with various churches in the Austin area.
Upon graduation from the University of Texas at Austin in 1984, Paul has built relationships with families and business owners in Houston, helping them to work toward their financial goals and dreams. His values-based practice is based upon long-term trust relationships, communication, and results primarily specializing in the area of insurance strategies, retirement preparation, investments, college funding, as well as business benefit and succession plans.
Paul and his wife Tara have lived in Copperfield since 1987, and have three children: Tyler, Adrianne and Brett.
Background: Sterling graduated from Texas A&M University in 2020 with a degree in Finance. While studying at the Mays Business School, Sterling developed a passion for finance, and began to explore how best to apply that knowledge to help others.
Designations and Licenses: Sterling holds his FINRA SIE, Series 7, and Series 66 Registrations in addition to his Texas Life and Health Insurance License.
Business Philosophy: Sterling has the desire to help others pursue their financial goals, regardless of where they stand in their financial journey. He works to fully understand clients' situations to serve them to the best of his ability. Sterling strives to provide clients with a sense of security concerning their current and long-term financial goals.
Personal: Born and raised in the Houston area, Sterling attended Texas A&M University where he was a member of the TAMU Wakeboard Team. During his free time, Sterling enjoys playing the guitar, being on the water,
watching Houston sports and spending time with family and friends. He currently resides in the Heights area.
Chris joined IMG Financial Group, Inc. in July 1997 upon graduating from Texas A&M University with a BBA in Finance...
Tom Moore is a former Professional Golfer who played on the PGA Tour Canada and PGA Tour Latin America, as well as various other mini tours across the USA since 2012. Tom joined IMG Financial Group in 2023, and works out of the San Antonio office.
Tom grew up in Southern California, and was inducted into the Edison High School Hall of Fame for his accomplishments as a golf athlete when his team won the 2007 California State Championship. After high school graduation, Tom attended the University of Tulsa before transferring to Texas State University San Marcos, where he competed in golf and graduated in 2012 with a Bachelor's degree in Business Management with a sub focus in Entrepreneurial Studies. Tom's biggest accomplishment during his time as a collegiate golfer was when he qualified for The US Amateur tournament, which was held at Erin Hills GC in Wisconsin in the Summer of 2011.
While playing professionally, Tom had the opportunity to compete all over North and South America, including the Caribbean. He remains grateful for the chance to meet so many incredible people, experience a variety of cultures, and play unique golf courses during his time on tour.
Tom recently married his wife Katrina, and the two reside in San Antonio full-time. They both love to travel and see new places, and enjoy active pursuits such as hiking, working out, playing golf, skiing, and much more.
Tom's passion for helping others is the reason he joined the financial industry. It is his personal mission to help individuals protect and grow their money to live their dream life, while being the best version of themselves they can be. He is committed to offering the best financial planning strategies and services for all his clients, regardless of where they are in life.
Tommy J. Vicknair II holds a bachelor's degree from Texas A&M University, where he studied Finance and Economics. While at A&M, he was the Head of Fundraising and Development for MSC Town Hall, one of the largest student organizations on campus, and graduated cum laude.
Trenton Leffingwell, originally from New Braunfels, Texas, is a financial advisor with IMG Financial Group in San Antonio, Texas. Trenton holds a bachelor's degree from University of the Incarnate Word, where he studied Finance with a concentration in Financial Planning. While at UIW, he was a member of the golf team and graduated cum laude.
Holding his Series 7 and Series 66 Registrations in addition to his Texas Life and Health Insurance Licenses, Trenton has a strong passion for helping people in all different stages of life. He believes everyone should have a well-rounded comprehensive financial strategy that is efficient and sufficient for their financial aspirations. Outside of work, he enjoys playing golf, spending time with his fiancé, Reese, and supporting charitable causes close to him. In the past 20 years, Trenton and his mother, Kelli, have raised funds and awareness for the Leukemia and Lymphoma society, funding three research grants for blood cancer research in honor of Trenton's father, who passed away when he was two years old.
Trenton is dedicated to having lasting relationships with his clients and helping them prepare and succeed in their financial future.
Background: Zach graduated from Saint Louis University in St. Louis, Missouri with a degree in Finance and Sports Business graduating Magna Cum Laude. While in St. Louis, Zach formed his dedication to serving others though his continued involvement with the Service Leadership Program as well as helping plan the annual Business School Service day for several years.
Designations and Licenses: Zach holds his FINRA SIE, Series 7, and Series 66 Registrations in addition to his Texas Life and Health Insurance License.
Business Philosophy: Zach has a desire to serve others in everything he does. He wants to fully understand clients' situations in order to be able to help make the best decisions possible. Zach strives to provide clients with the ability to control their future through purposeful actions today.
Personal: Born and raised in the Houston area, Zach attended Strake Jesuit in Houston before returning back to Houston upon his start with IMG. During his free time, Zach enjoys playing, coaching, and
watching sports as well as spending time with family and friends. He currently lives in Missouri City.